Purchases and Sales Made in Q1 2022 in J P Morgan Diversified Return (JPSE)
This table provides information about the institutional ownership of J P Morgan Diversified Return (JPSE) during Q1 2022. The information is specifically focused on institutions that hold shares of J P MORGAN DIVERSIFIED RETURN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
261K+ 120.29% |
$10.7M - $12.2M
|
478K
$22.6M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
118KNew |
$4.84M - $5.52M
|
118K
$5.6M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.5K+ 58.51% |
$2.6M - $2.96M
|
172K
$8.14M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.3K+ 23.36% |
$2.47M - $2.82M
|
319K
$15.1M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
55.5K+ 8.86% |
$2.27M - $2.59M
|
682K
$32.3M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.1KNew |
$1.31M - $1.5M
|
32.1K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 31.51% |
$1.26M - $1.43M
|
128K
$6.06M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.25M - $1.42M
|
30.5K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.7K+ 35.59% |
$1.05M - $1.2M
|
97.7K
$4.63M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.5KNew |
$758K - $864K
|
18.5K
$877K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.5K+ 4.8% |
$757K - $862K
|
403K
$19.1M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.4K+ 27.96% |
$712K - $811K
|
79.6K
$3.77M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.8KNew |
$401K - $457K
|
9.8K
$464K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.51K+ 4.17% |
$267K - $304K
|
163K
$7.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56KNew |
$227K - $259K
|
5.56K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.51KNew |
$225K - $257K
|
5.51K
$261K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.54K+ 1.8% |
$186K - $212K
|
257K
$12.2M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.28K+ 39.34% |
$175K - $200K
|
15.2K
$718K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.21K+ 2116.58% |
$172K - $196K
|
4.41K
$209K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.5K+ 1.94% |
$143K - $163K
|
184K
$8.72M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 5.93% |
$41.2K - $47K
|
18K
$852K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
297+ 1.97% |
$12.2K - $13.9K
|
15.4K
$727K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
46New |
$1.88K - $2.15K
|
46
$2.18K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41 - $46.7
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-34- 0.08% |
$1.39K - $1.59K
|
42K
$1.99M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-130Closed |
$5.32K - $6.06K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-666- 58.17% |
$27.3K - $31.1K
|
479
$22.7K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 84.21% |
$65.5K - $74.6K
|
300
$14.2K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.66KClosed |
$68.1K - $77.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.11K- 3.47% |
$86.3K - $98.3K
|
58.6K
$2.78M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 4.73% |
$142K - $162K
|
69.7K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.38K- 25.19% |
$179K - $204K
|
13K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 24.85% |
$180K - $206K
|
13.3K
$631K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.55KClosed |
$186K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85KClosed |
$199K - $226K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.97K- 5.17% |
$286K - $325K
|
128K
$6.06M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-6.98K- 11.41% |
$286K - $326K
|
54.2K
$2.57M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 22.41% |
$473K - $539K
|
40K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.4K- 70.28% |
$507K - $577K
|
5.23K
$248K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.8KClosed |
$812K - $925K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.4KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.9KClosed |
$1.55M - $1.77M
|
0
$0
|